Unclaimed Profile

Andrew J Giannone

ALLIO ADVISORS LLC·SEATTLE, Washington

Series 7TO, Series 65CFAClean record11 years registeredALLIO ADVISORS LLC

107 SPRING STREET, SEATTLE, WA 98104CRD# 5818353Firm CRD# 317938

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew J Giannone · SEATTLE, WA

Registration

CRD #5818353 · ALLIO ADVISORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

ALDEN CAPITAL

Apr 2026 – present

ALDEN INVESTMENT GROUP

Apr 2026 – present

FOREFRONT ANALYTICS, LLC

Jun 2022 – present

ALLIO ADVISORS

Dec 2023 – Jun 2025

Collegeville, PA

GKFO, LLC

Jul 2022 – Dec 2023

W. CONSHOHOCKEN, PA

ALDEN CAPITAL

Jan 2020 – Jun 2022

WAYNE, PA

BLUESTONE CAPITAL MANAGEMENT, LLC

Dec 2014 – Jun 2022

WAYNE, PA

Registrations & Exams

FINRA examinations passed

Series 7TO

Series 65

Registration record

First registered · December 15, 2014

Years registered · 11

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLIO ADVISORS LLC

CRD 317938 · SEC 801-123065

AUM

$235K

Regulatory assets under management

Employees

1,028 client accounts

Services offered by ALLIO ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALLIO ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Andrew J Giannone offer?

Andrew J Giannone specializes in Investment Management, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.

What are Andrew J Giannone's credentials?

Andrew J Giannone holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew J Giannone located?

Andrew J Giannone is based in SEATTLE, Washington, working with ALLIO ADVISORS LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Andrew J Giannone charge for services?

Andrew J Giannone's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLIO ADVISORS LLC?

ALLIO ADVISORS LLC has approximately 6 employees and manages $235K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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